+221.9%
CVX vs CPB
-44.2%
+266.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.4% | +1.8% |
| 7D | +1.0% | -8.0% | +8.9% | +1.9% |
| 30D | +10.7% | -2.4% | +13.1% | +10.9% |
| 3M | +15.5% | +0.5% | +14.9% | +15.1% |
| 6M | +14.9% | -10.5% | +25.4% | +16.1% |
| YTD | +44.2% | -17.5% | +61.7% | +47.2% |
| 1Y | +43.5% | -31.0% | +74.5% | +50.0% |
| 3Y | +45.0% | -40.6% | +85.6% | +53.6% |
| 5Y | +172.2% | -37.7% | +209.9% | +184.1% |
| 10Y | +221.9% | -43.4% | +265.3% | +235.7% |
| All | +221.9% | -44.2% | +266.1% | +235.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling